Case Studies



A 50 year old manufacturer of converted wire, strip steel and tubing had been acquired 5 years earlier by the current owner, an entrepreneur who owned several other companies and planned to purchase more.


An 8 year old software developer with under $1 million in sales saw tremendous growth opportunities in an emerging segment of the energy management industry.

Printing & Imaging

A $2 million dollar diversified commercial printer had reached a plateau in growth.

Professional Services Provider

A mid-sized CPA firm was not growing at a rate the partners were satisfied with. The four partners, all in their 50's, were interested in retiring comfortably within the next 10-15 years.


A $20 million inventor and manufacturer of sophisticated video imaging devices developed a new, lower priced product targeted towards the home user.

Defense Contractor

A $3.5 million metal fabricator serving the nuclear power industry had experienced a severe slowdown in sales. The former marketing manager had left the company and had not been replaced due to budget constraints.

Consumer Service

The owner of a successful dry cleaning/restoration business needed advice on resolving a compensation issue with his General Manger. In addition, sales had slowed significantly...prior year growth was below 1%, the lowest the company had seen in a decade.


An entreprenuerial investor had just purchased a well established, $5 million custom door manufacturer.

Printing & Imaging

A $15 million, high end printing and packaging company was unable to find a suitable replacement for their Director of Sales and Marketing who had been terminated 6 months prior.

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